03.03 Contingency Request/True-Up Form/Additional Funding Request (CR)

• The Project Manager fills out the required fields and clicks Submit.
• The next step is Return Funds?

• Return funds is a decision step.
• If funds are being returned to the program the next step is Program Manager Review A
• If funds are not being returned to the program the next step is Program Manager Review B

• The Program Manager reviews the process, adds comments if necessary and when finished chooses to Submit or to Revise.
• If Submit is chosen the next step is Financial Analyst Adjusts Funding
• If Revise is chosen the next step is Initiator Revise and Submit.

• The Project Manager reads the comments, reviews process fields and updates as necessary and when finished chooses to Resubmit or to Void.
• Resubmit is chosen the next step is Return Funds
• If Void is chosen the next step is Finish

• The Financial Analyst reads the comments, adjusts the funding and then clicks Submit.
• The next step is Finish

• Automatic Step to generate the True Up form document
• The next step is Finish

• The Program Manager reads the comments, reviews the process fields and chooses to Submit or Revise.
• If Submit is chosen the next step is CC Project?
• If Revise is chosen the next step is PM Reviews Com Initiator Revise and Resubmit

• This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Capital Renewal"
• If True the next step is Project Director Review
• If False the next step is M&U Project?

• This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Utilities".
• If True the next step is M&U Director Review
• If False the next step is OCP Project?

• This step is a decision step. e-Builder evaluates the Project Type to determine if the value is "OCP"
• If True the next step is OCP Director Review
• If False the next step is Director of Housing Review

The Projects Director reads the comments and review the process fields and has the option to Submit or Revise.

If Submit is chosen the next step is CC Director Review
If Revise is chosen the next step is Initiator Revise and Resubmit

The CC Director reads the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

The M&U Director reads the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

The OCP Director reads the the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

The Director of Housing reads the the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

This is a decisional step. e-Builder evaluates the value of the Department Funding field.

True

Next Step: Financial Analyst Adds Funding

False

Next Step: DoF Contingency?

This is a decisional step. e-Builder evaluates the value of the Funding Source field.

1. True
   1. Status of Process: Unchanged
   2. Next Step: Financial Analyst Adds Funding
2. Fales
   1. Status of Process: Unchanged
   2. Next Step: EVPT Contingency

This is a decisional step. e-Builder evaluates the value of the Funding Source field.

1. True
   1. Status of Process: Unchanged
   2. Next Step: Deputy EVPT Review
2. False
   1. Status of Process: Unchanged
   2. Next Step: CRSP/R-CRSP Committee Review

The EVPT Office reads the comments and reviews the process fields and takes the following action:

Submit

1. Status of Process: Unchanged
2. Data Field Assignments: N/A
3. Next Step: Financial Analyst Adds Funding

The CRSP Admin reads the comments and reviews the process fields and takes the following action:

Approve

1. Status of Process: Unchanged
2. Next Step: True Up Form / Addi

Automatic step to generate the true up form document

1. Mail Merge Template: Default Template
2. Archive Mail Merge: Yes
3. Destination Folder: Documents \ 19 eB Process Documents \ 03.02 Project Budget (Cost)
4. Store in File Field: Budget Document
5. Send to Process Initiator: No
6. Email Format: HTML
7. Next Step: Financial Analyst Adds Funding

The financial analyst adds the funding to the project and will compete the required process fields and take the below action:

Funds Applied

1. Status of Process: Approved
2. Data Field Assignments: N/A
3. Notify: Process Initiator
4. Next Step: Finish